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Triumph Financial Inc

183 hedge funds and large institutions have $2.56B invested in Triumph Financial Inc in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.11M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more capital invested

Capital invested by funds: $2.1B → $2.56B (+$460M)

8% more funds holding

Funds holding: 169183 (+14)

2.06% more ownership

Funds ownership: 83.75%85.81% (+2.1%)

12% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 69

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
32
Increased
61
Reduced
69
Closed
17
Calls
$4.18M
Puts
$1.11M
Net Calls
+$3.07M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$17M +$1.27M +10,614 +8%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$15.9M -$120K -1,000 -0.7%
FHC
28
Forest Hill Capital
Arkansas
$15.4M -$1.22M -10,175 -7%
Invesco
29
Invesco
Georgia
$15.3M +$3.38M +28,176 +28%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$14.5M -$6.77M -56,500 -32%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$13M -$3.7M -30,851 -22%
Federated Hermes
32
Federated Hermes
Pennsylvania
$11.5M -$35.8K -299 -0.3%
PFC
33
Phocas Financial Corp
California
$11.2M +$80.4K +671 +0.7%
N
34
Nuveen
North Carolina
$11.1M -$851K -7,102 -7%
Morgan Stanley
35
Morgan Stanley
New York
$10.8M +$1.79M +14,909 +20%
HCM
36
Hodges Capital Management
Texas
$10.1M -$7.78M -64,906 -43%
Goldman Sachs
37
Goldman Sachs
New York
$9.78M +$5.54M +46,245 +129%
Bank of America
38
Bank of America
North Carolina
$9.13M -$3.21M -26,821 -26%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$9.09M +$3.38M +28,219 +59%
MCA
40
Mendon Capital Advisors
Florida
$8.93M
MAP
41
Moody Aldrich Partners
Massachusetts
$8.57M -$1.59M -13,294 -16%
First Trust Advisors
42
First Trust Advisors
Illinois
$7.96M -$568K -4,741 -7%
KCM
43
Kennedy Capital Management
Missouri
$7.92M -$13.1M -109,115 -62%
EC
44
EJF Capital
Virginia
$7.54M -$1.42M -11,878 -16%
Barclays
45
Barclays
United Kingdom
$6.79M +$2.31M +19,256 +51%
Legal & General Group
46
Legal & General Group
United Kingdom
$6.71M +$267K +2,225 +4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$6.56M -$80.5K -672 -1%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$6.31M
Swiss National Bank
49
Swiss National Bank
Switzerland
$6.25M +$47.9K +400 +0.8%
PPA
50
Parametric Portfolio Associates
Washington
$5.97M +$2.02M +16,840 +51%

TFIN Hedge Fund Activity: Q4 2021 in Review

183 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2021, worth a combined $2.56B — up 22% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFIN positions and 17 closed out — a net gain of 15 holders — while 61 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.9M. The largest seller was Wellington Management Group, cutting an estimated $28.7M.

  • 183 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $2.56B of Triumph Financial Inc stock for Q4 2021, up 22% quarter-over-quarter.
  • 32 funds opened new Triumph Financial Inc positions in Q4 2021 and 17 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q4 2021 was Vanguard Group, an estimated $55.9M added.
  • The largest Triumph Financial Inc seller in Q4 2021 was Wellington Management Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.